Wall Street Rallies as Fed’s Waller Hints at September Rate Hold: Stock Market Today
Stocks rallied and Treasury yields retreated from three-year highs after Fed Governor Waller signaled he could back a rate hold, sending bitcoin above $80,000.
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Meta stock rises premarket as BNP Paribas sees 57% upside with an $855 price target driven by AI infrastructure growth.
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Stocks rallied and Treasury yields retreated from three-year highs after Fed Governor Waller signaled he could back a rate hold, sending bitcoin above $80,000.
Meta hits an $18B youth safety settlement. Discover how analysts view its AI product pipeline, cap-ex risks, and stock price targets.
Nvidia surges 4.7%, while Credo, MongoDB and Palo Alto all cratered Wednesday despite quarterly beats, as costs surged.
JPMorgan reiterates an Overweight rating on Salesforce (CRM) as AI-powered Agentforce drives consumption, upsells, and monetization.
Nvidia CEO Jensen Huang's single use of the word 'visibility' during earnings signals the company's unprecedented insight into AI infrastructure demand across land, power, and supply chains. With top hyperscalers expected to spend $800 billion on capex in 2026 and $1.3 trillion in 2027, Nvidia's 70% revenue growth guidance and strategic equity stakes in networking and optical companies position it as the architect of AI factories rather than just a chip vendor, suggesting secular demand rather than a bubble.
NuScale Power is implementing specialized AI tools from Nuclearn and NPX to streamline its engineering, regulatory, and knowledge work for small modular reactor (SMR) development. The AI implementation reduced information search and verification time by up to 80%, addressing operational bottlenecks. However, the company remains in pre-commercial stages with only one secured project in Romania and is seeking a major deal with the Tennessee Valley Authority.